Harvest Group Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Harvest Group Wealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-505	Closed	-$35K	–	172
2020 Q4	$35K	Hold	505	–	–	0.02%	126
2020 Q3	$31K	Hold	505	–	–	0.02%	122
2020 Q2	$25K	Hold	505	–	–	0.02%	137
2020 Q1	$22K	Hold	505	–	–	0.02%	132
2019 Q4	$25K	Sell	505 -1,600	-76%	-$75K	0.02%	133
2019 Q3	$94K	Hold	2,105	–	–	0.12%	57
2019 Q2	$99K	Hold	2,105	–	–	0.13%	46
2019 Q1	$87K	Buy	+2,105	New	+$84.4K	0.08%	63

Other funds holding CP

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return